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Family Business: Helping this generation and the next generation
 
 

Serving Family Businesses

In a time of complex changes, we understand your need for guidance and cost-effective solutions. Our resources and team approach can help your family business not only survive, but to prosper. We can help train the next generation, create a board of directors and establish policies and plans regarding family assets. Our family business services are based on a shared sense of purpose.

Our Consultants serve as a resource for family owned businesses. Our services are based on communication with the family members and key employees. Successful family owned businesses are about successful family relationships.

Our consultants ask the important questions:

  • What is your plan for key personnel?
  • Have you established a clearly defined ownership structure, as well as a policy for the transfer, acquisition and disposal of shares?
  • How would you reward non-family executives?
  • How will your retirement and estate plan affect the transfer of assets to the next generation?
  • Are family members brought into the business introduced to an appropriate role? Is there a career development plan for the future?
  • Does your family business meet liquidity requirements? Can it fund capital investments and provide a return to shareholders?
  • Have your family members developed an asset base that is not dependent on the business' fortunes?
  • Has your family business developed a doctrine that spells out the family's core values and principles: what does the family stand for?
  • What are your family's conflict resolution procedures?

Often the best results are attained with an external consultant. Our most important goal is to help the family business survive and flourish for succeeding generations.

Contact us today to see what we can do for you.


OUR TEAM
Gary Carruthers, Partner Gary Carruthers, Partner
Glendale, CA
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Jenny Chen, Partner Partner bio Jenny Chen, Partner
Glendale, CA
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Gary Glud, Partner Partner bio Gary Glud, Partner
El Centro, CA
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Doug Kawamura, Partner Partner bio
Doug Kawamura, Partner
Glendale, CA
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Kari McGee, Partner Partner bio
Kari McGee, Partner
Watsonville, CA
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Gerard Mekhsian, Partner Partner bio
Gerard Mekhsian, Partner
Glendale, CA
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Mica Miyamoto, Partner Partner bio
Mica Miyamoto, Partner
Glendale, CA
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Richard Preciado, Partner Partner bio
Richard Preciado, Partner
El Centro, CA
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Sergio Santos, Partner Partner bio
Sergio Santos, Partner
El Centro, CA
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Link to Partner bio Tanya Scott, Partner Partner bio
Tanya Scott, Partner
San Diego, CA
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Duane Sharpe, Partner Partner bio Duane Sharpe, Partner
Glendale, CA
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Dave Thompson, Partner Partner bio Dave Thompson, Partner
San Diego, CA
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